account_balance
Investment manager · 13F filer · SEC CIK 1888847
Reicon Wealth Advisors, LLC
Reported value$184Mas of Sep 30, 2026
Positions99 12 new, 5 sold out
Top 10 weight87.8%SPY alone is 39%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
39.3%Added +8%
EQWLInvesco Exchange Traded Fd T
28.2%Added +15%
RSPInvesco Exchange Traded Fd T
5.4%+11%
VCSHVanguard Scottsdale FDS
3.8%Added +215%
AGGiShares Tr
2.7%Added +50%
VOOVanguard Index FDS
2.5%
IGIBiShares Tr
1.8%
IVV1.5%
VCIT
BRK-BRSPT0.8%
BND0.6%
SPYSPDR S&P 500 ETF Trust
39.3%Added +8%
EQWLInvesco Exchange Traded Fd T
28.2%Added +15%
RSPInvesco Exchange Traded Fd T
5.4%
VCSH
AGG2.7%
VOO2.5%
VCIT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 39.3% Added +8%
EQWL Invesco Exchange Traded Fd T 28.2% Added +15%
RSP Invesco Exchange Traded Fd T 5.4% Added +11%
VCSH Vanguard Scottsdale FDS 3.8% Added +215%
AGG iShares Tr 2.7% Added +50%
VOO Vanguard Index FDS 2.5% Added +7%
IGIB iShares Tr 1.8% Added +69%
IVV iShares Tr 1.5% Added +26%
VCIT Vanguard Scottsdale FDS 1.5% Added +7%
BRK-B Berkshire Hathaway Inc 1.2% HeldRSPT Invesco Exchange Traded Fd T 0.8% Held
BND Vanguard Bd Index FDS 0.6% Added +13%
What changed
Biggest moves since Jun 30, 2026
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